Overview

Read and Understood accelerates digital transformation safeguarding businesses in the Microsoft Modern Workplace, where employees make informed business decisions based on documents published in SharePoint and Teams. Ensuring that new or updated documents are acknowledged as ‘read and understood’ by employees.

Read and Understood fully automates the process of sending Reading Acknowledgement Request for new and/or updated documents. SharePoint content editors need only concern themselves with maintaining the documents.

Key features:

• Automated sending of Reading AcknowledgementRequest whenever documents are created or updated
• Employees manage their acknowledgment reading requests in Teams, SharePoint web page or Email
• Reports in Excel to achieve compliance / QualityManagement System (QMS) goals
• Onboarding to automate new starters reading of key documents
• Support for Microsoft Entra Id Security and 365 Groups- to address notification recipients
• Adding and editing documents in SharePoint does not change for Content Editors. Simple rules are created to define the documents for which employees are required to acknowledge reading

How Read and Understood works

Simple rules are created to define the documents for which employees are sent Reading Acknowledgement Requests. Using regional settings in SharePoint at midnight local time, the rules are used to process selected documents. When first installed, Read and Understood operates in a trial mode allowing the rules to be processed on-demand in real-time. This accelerates evaluation of the end-to-end Reading Acknowledgement Request process to be completed without waiting several days.

Once the rules are created, all new and updated documents which match a rule are automatically processed to send Reading Acknowledgement Requests via email.

What the rules define:

· The selection of:

• an individual document,
• groups of documents by library,
• across a site, or
• by content type

· Which employees will receive ReadingAcknowledgement Requests through a combination of SharePoint groups, Azure ActiveDirectory groups and Active Directory users

· The period, in days, over which a ReadingAcknowledgement Request must be completed

· The frequency, in days, after which to send a ReadingAcknowledgement Request to employees who have not acknowledged reading

· Fully customizable email templates that include embedding of SharePoint document column values

Just before you go:

All features and updates are available at https://readandunderstood.com

Got any questions set up a Teams meeting with one of our SharePoint Consultants